The Retirement Corporation of America

Investment Strategy

Our Money Masters may be used to create a risk adjusted professionally managed diversified investment portfolio.

From over 8,000 money managers, we select stock fund Money Masters and bond fund Money Masters in an effort to maximize the performance potential of your investment assets.

The objective of each portfolio is to harness the upside of each asset category, while minimizing the downside of each, to help you achieve your investment objective within your stated level of risk. The R Account includes managed asset allocated portfolios designed to help you as you seek to achieve your defined investment objectives.

There are three main asset categories we use to build our managed portfolios: Cash, Bonds, and Stocks.

Diversifying Your Portfolio. Because asset classes typically perform differently under various market conditions, diversifying your portfolio across several asset classes such as stocks, bonds and cash equivalents is one of the key tools we use as we seek to manage market volatility.

The Power of Asset Allocation. By combining the power of asset allocation with the performance potential of our stock fund Money Masters and our bond fund Money Masters, The R Account is designed in an effort to maximize the performance potential of your investment assets.

A Money Master (by our definition) is a manager who continues to pass the rigorous series of qualitative and quantitative selection screens as analysed by our firm.

 

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